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Pricing Plans

Choose the Right Plan for You

Select the plan that fits your investment analysis needs.

Free

Free
  • History depth (years)
  • Screener filters (3)
  • Fund screener
  • Standard risk metrics
  • Advanced metrics
Most Popular

Pro

Coming soon
  • History depth (years) (Unlimited)
  • Screener filters (Unlimited)
  • Save filter sets
  • Export screener results
  • Drawdown view
Available in the iOS app

Ultra

Coming soon
  • Standard risk metrics
  • Advanced metrics
  • Peer overlay on charts (Unlimited)
  • Watchlist size (Unlimited)
  • Funds compared at once (8)
Available in the iOS app

Feature Comparison

FeatureFreeProUltra
Watchlist size550Unlimited
Funds compared at once248
Saved comparisons—10Unlimited
Fund screener
Screener filters3UnlimitedUnlimited
Save filter sets—
Export screener results—
History depth (years)UnlimitedUnlimited
Standard risk metrics—
Advanced metrics—
Deep insights—
Drawdown view—
Rolling volatility—
Peer overlay on charts—3Unlimited
Portfolios
Number of portfolios5Unlimited
Holdings per portfolio550Unlimited
Download metrics—